Apex Fintech Solutions
Wealth Management Software
<p>Apex Fintech Solutions offers AscendOS, a cloud-native platform designed to modernize your financial operations with real-time integrated tools. It
Nokkel enhances wealth management by integrating live property and mortgage data into financial planning, helping advisers uncover opportunities, save time, and deliver holistic, client-first advice.
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Nokkel is a wealth management platform designed primarily for financial advisers who want to integrate detailed property and mortgage data into their financial planning workflows. It enables you to access real-time property profiles, receive smart alerts about planning opportunities, and create clear client reports that bring property wealth into financial advice. Nokkel connects you to a vast database of UK properties, making it easier to provide up-to-date, actionable insights for your clients.
Besides supporting financial professionals, Nokkel facilitates client engagement through a secure app where property owners can verify and share property details, improving collaboration and accuracy in planning. Features like property valuations, intelligent nudges, calculators, and solutions tailored to retirement or estate management make your advice more holistic and compliant, helping you strengthen client relationships and uncover new wealth management opportunities.
Main dashboard with project overview
Kanban-style task management
Gantt chart timeline view
Workflow automation builder
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Main dashboard with project overview